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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,633 | $148,623-61.9% | $135,974-58.4% | $139,466-59.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 224.94% | 79.30%+145.6pp | 68.30%+156.6pp | 373.66%-148.7pp |
| Employer contribution / active EE | $10,456 | $5,246+99.3% | $4,859+115.2% | $4,754+120.0% |
| Participant deferral / active EE | $6,126 | $8,103-24.4% | $7,760-21.1% | $6,712-8.7% |
| Admin fee / account holder | $437 | $12,406-96.5% | $10,767-95.9% | $11,409-96.2% |